WMT
Discount Stores · Consumer Defensive
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Simeon Gutman is recorded as Analyst at Morgan Stanley. Simeon Gutman has spoken on 68 earnings calls and 4 other investor events across 31 companies, most recently for Tractor Supply Co on October 22, 2026. Those appearances were for Walmart Inc. (WMT), Kroger Co (KR), Advance Auto Parts Inc (AAP), Callaway Golf Co (CALY), Tractor Supply Co (TSCO) and 26 other companies. The companies whose calls Simeon Gutman spoke on are classified in the Consumer Defensive and Consumer Cyclical sectors.
“He said, I don't know if I've used the word right, but you're not satisfied if they go below that number, which I think is understandable. So investors have been beginning to condition by retailers to focus on operating income dollar growth rather than a margin target.”
“Susan, can you give us your perspective on pricing, where you stand nationally, locally, and any progress since you've taken over? Thanks.”
“So, I guess, Phil, some of the math, or I think, Jameer, when you gave the guidance on, I think it was Phil's guidance on retail and commercial, I guess if you just do the weighted sum products, you'd get somewhere between a two at the low end of comp guide to something like a four or five.”
“So you've always been a market share taker. This is a unique moment because it looks like your spread to the industry is actually rising at a pretty rapid rate, the biggest it's been in a while.”
Morgan Stanley
Analyst
Source not stated
WMT
Discount Stores · Consumer Defensive
KR
Grocery Stores · Consumer Defensive
CALY
Leisure · Consumer Cyclical
TSCO
Specialty Retail · Consumer Cyclical
Grocery Stores · Consumer Defensive
Discount Stores · Consumer Defensive
Specialty Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical
Internet Retail · Consumer Cyclical
Home Improvement Retail · Consumer Cyclical
Internet Retail · Consumer Cyclical
AZO
Auto Parts · Consumer Cyclical
RH
Specialty Retail · Consumer Cyclical
Home Improvement Retail · Consumer Cyclical
TGT
Discount Stores · Consumer Defensive
BBY
Specialty Retail · Consumer Cyclical
VVV
Auto & Truck Dealerships · Consumer Cyclical
Specialty Retail · Consumer Cyclical
Discount Stores · Consumer Defensive
FIVE
Specialty Retail · Consumer Cyclical
ULTA
Specialty Retail · Consumer Cyclical
Discount Stores · Consumer Defensive
Specialty Retail · Consumer Cyclical
ARHS
Specialty Retail · Consumer Cyclical
LESLQ
Specialty Retail · Consumer Cyclical
Discount Stores · Consumer Defensive